About Us

The LISI Institute is designed to make learning easy. Our programs are 100% online and give you a choice between “Master Classes” and three industry leading designation programs: 


  •  Our Master Class catalog is the most comprehensive in the industry and allows learners to choose from over 200 different advanced planning topics. You can learn anytime, anywhere, at your own pace. Each class features video lessons and curated reading assignments that get you quickly up to speed on the topics of your choice. A Master Class Certificate is awarded upon successful completion of the course requirements. 
  • The LISI Institute also offers two industry-leading designations: 1) the Certified Business & Estate Specialist (CBEx) designation and 2) the Certified Business Exit Planner (CBExP) designation.


The LISI Institute is designed to make learning easy. Our programs are 100% online and give you a choice between “Master Classes” and three industry leading designation programs: 


  •  Our Master Class catalog is the most comprehensive in the industry and allows learners to choose from over 200 different advanced planning topics. You can learn anytime, anywhere, at your own pace. Each class features video lessons and curated reading assignments that get you quickly up to speed on the topics of your choice. A Master Class Certificate is awarded upon successful completion of the course requirements. 
  • The LISI Institute also offers two industry-leading designations: 1) the Certified Business & Estate Specialist (CBEx) designation and 2) the Certified Business Exit Planner (CBExP) designation.


The financial services business is increasingly complex and competitive, and being better informed and prepared than your competitors is a key driver of success. A Master Class certificate or a designation from the Leimberg Institute will distinguish you from your competition and get you quickly up to speed on the knowledge you need. The Leimberg Institute’s 100% online learning experience is everything you need to be successful. 


The Leimberg Institute offers generous Master Class pricing options for groups. If you’re a law firm, bank, wire house or accounting firm, or other group in the financial services space, contact us to discuss how we can be your education provider. An Education Coordinator will be eager to assist you!

Contact Us!

The financial services business is increasingly complex and competitive, and being better informed and prepared than your competitors is a key driver of success. A Master Class certificate or a designation from the Leimberg Institute will distinguish you from your competition and get you quickly up to speed on the knowledge you need. The Leimberg Institute’s 100% online learning experience is everything you need to be successful. 


The Leimberg Institute offers generous Master Class pricing options for groups. If you’re a law firm, bank, wire house or accounting firm, or other group in the financial services space, contact us to discuss how we can be your education provider. An Education Coordinator will be eager to assist you!

Contact Us!